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Wake Forest University

6 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Sep 4, 2017 by Jim Dunn · said 46 times in 6 episodes since 2017 · across every show →

Mentions by year

brought up most by Jim Dunn (24), Ted Seides (18), Kip McDaniel (4)

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0020240320172018201920202021202220232024episodesmentions
02320172018201920202021202220232024episodes it came up in
007.51.515320172018201920202021202220232024episodesmentions per episode
2024 4 mentions in 2 episodes 2 per episode
2021 2 mentions in 1 episode
2017 40 mentions in 3 episodes 13 per episode

every mention, scene by scene, with the transcript →

Everything said about Wake Forest University, oldest first

Sep 4, 2017 neutral
Disclosure
Dunn: Spinning Out Verger Capital Was Wake Forest's Idea, Not the Team's
“We had a chance to do something pretty unique with Verger spinning it out, and it wasn't our idea. It was the university's idea.”
Jim Dunn Sep 4, 2017 ▶ 6:38 Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Sep 4, 2017 negative
Assertion Supported
Dunn: Post-2008 illiquidity forced university endowments to borrow or reduce payouts
“After the crisis, because you had a lot of schools that basically were illiquid because they had hedge funds that locked up on them, private equity distributions, and these schools didn't have the money to pay their distribution. So they were stuck. And now so…”
Jim Dunn Sep 4, 2017 ▶ 19:33 Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Sep 4, 2017 positive
Disclosure
Dunn: Wake Forest pioneered using external managers' trading desks for endowment hedging
“And we asked, can we help? Can we use your balance sheet? Can we use your trading desk? Can we use your collateral to manage this portfolio? And they said, Sure. Why not? Now that's become a big business for them. They've got hundreds of billions of dollars. W…”
Jim Dunn Sep 4, 2017 ▶ 50:42 Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Sep 4, 2017
Assertion Supported
Dunn: Duke endowment had $5B and 28 staff vs Wake's $700M and 6
“Duke is five billion with 28 people. We're awake with 700,000,006.”
Jim Dunn Sep 4, 2017 ▶ 26:39 Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Sep 4, 2017
Disclosure
Dunn: Wake Forest eliminated peer-group compensation benchmarking for CIO
“So one of the first things we did was we changed the compensation program. You know, I should not be, the CI prior to me was basically paid on a peer group. He had to beat seven schools.”
Jim Dunn Sep 4, 2017 ▶ 26:26 Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Sep 4, 2017 positive
Assertion Not checkable as stated
Dunn: Verger pays 75 bps for legacy managers now charging 3-and-25
“And we were paying, you know, 75 basis points for some of these managers that now charge three and 25. But we've been there for 15 years, and we've got capacity.”
Jim Dunn Sep 4, 2017 ▶ 30:20 Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
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